Instruction Guide for Manual Update to EPE version

Transcription

1 Instruction Guide for Manual Update to EPE version What s inside this documentation Checklist prior to software update Page 1 Steps in updating to version Page 2 How to verify if the software has been updated successfully Page 6 If the file is in.zip format after downloading the file Page 16 Checklist Prior to Software Update You have renewed your software maintenance for 2014 to Do not update the software if you have not done so as Sage EasyPay (EPE) may fail to start and your only course of action is to subscribe to SageCover. You must ensure that you have completed the December payroll and generated the CPF file for submission. EPE Version must be at least and above Backup all EPE database using EPE Control 1 P a g e

2 Steps in updating to version Close all EasyPay windows before running the update. 2. Double-click the saved EPES10_ eup file. If the file is in.zip format after downloading the file, refer to Page The software update would begin once you click on the Yes button. 2 P a g e

3 4. Next screen is a window showing the progress of the installation. Do not close the window while installation is in progress. 5. You may opt not to back up the database by un-ticking the box and click on the Yes button to update your database to version P a g e

4 6. Login to continue the update process. The version should now say Version Click No If you only have 1 database. Select the database and click Yes if you have more than 1 database; repeat from step 7. 4 P a g e

5 8. You will then be asked if you would like to save a copy of the software update file. You may click Exit if you already have a copy of the file and you re done. 5 P a g e

6 How to verify if the software has been updated successfully 1. Software Version: It would say when you go to Core > Help > About 6 P a g e

7 1. Revised CPF Rate with effective from 1st Jan 2015 From 1 January 2015, the CPF contribution rates for all employees will be increased to help them save more for retirement and healthcare needs. The following will apply to wages earned from 1 January 2015: - Increase in Employer s CPF Contribution Rates For employees aged below 50 or above 65 years, the employer contribution rates will be increased by 1 percentage point. The increase in CPF contribution will be allocated to the Medisave Account. For employees aged above 50 to 55 years or above 55 to 65 years, the employer contribution rates will be increased by 2 and 1.5 percentage points respectively. The increase in CPF contribution will be allocated to the Medisave and Special Accounts. - Increase in Employee s CPF Contribution Rates For employees aged above 50 to 55 years, the employee contribution rates will be increased by 0.5 percentage point. For those earning wages of >$500 to <$750, the contribution rates will continue to be phased-in. The increase in CPF contribution will be allocated to the Ordinary Account. From 2015, the CPF Annual Limit will be increased to $31,450. The Ordinary Wage Ceiling remains unchanged. The detailed changes are highlighted as follows: 7 P a g e

8 After user has updated the patch (auto-update or manual update), system should have: 1. Set the default policy to new CPF Policy for new employee 2. Inserted the new CPF Policy & Table to reflect the changes 3. Mass inserted all the affected employees with the new policies effective from 1 January 2015 Steps to verify update in the system: 1. Default policy has been set to new CPF Policy for new employee Go-to Payroll > Setup > Pay Details Default > the CPF Policy will be defaulted to Year2015Jan Note: System will auto assign the new CPF Policy in CPF Progression for newly hired employees in January 2015 with residence status = Local or PR. 8 P a g e

9 2. New CPF policy has been inserted to reflect the changes Go-to Payroll > Setup > Central Provident Fund Setup > CPF Policy Setup > New CPF Policy Year2015Jan has been inserted 3. The new policies have been mass inserted to all the affected employees Go-to Payroll > Modules > CPF Progression. System will auto-create a new CPF Progression record for existing employee with previous CPF Progression Record. Note: If you are using your own voluntary CPF Policy and wish to use back the same policy without any changes, you may manually reselect the CPF Policy and save changes. 9 P a g e

10 2. New Donation Rate (CDAC2015, SINDA2015, EUCF2015) with effective from Jan 2015 To check, go to payroll > Setup > Pay element setup > select new donation code, it will show the new donation rates wef Jan CDAC2015 SINDA P a g e

11 EUCF2015 Notes: Please use [Pay > Setup > Global Change > Fund Allocation > Donation Code] to mass assign accordingly, refer to Steps to mass assign new donation codes Jan 2015.pdf for steps to mass-assign CDAC2015, SINDA2015 and EUCF2015 to the respective employees. IMPORTANT: Please ensure that you have completed the December payroll before you perform the steps to mass-assign the new donation codes as the new donation codes are only effective from 1 Jan For default automation of old donation codes to the new donation codes for new hires, we will release another auto-update patch for this. 3. Added Public Holiday for 2015 Note: For users who have not applied Public Holiday 2015 patch previously, this update will be directly included once you update system to version Go to Core > Setup > Calendar Setup > select any working calendar e.g. 5Days Week Cal > click on 3 dot ( ) button next to the calendar ID - At Calendar setup, click on 3 dot ( ) button next to Holidays Country ID, you will see the lists of Public Holidays for P a g e

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13 Note: Please refer to Steps to Initialize 2015 Calendar & 2015 Leave.pdf document for the steps to initialize calendar and leave for year P a g e

14 4. Income Tax for YA 2015 Appendix 8A Report Changes In line with the changes to Appendix 8A form for Year of Assessment 2015, we have revised the screen with changes as below. Old Appendix 8A interface (YA 2014) BEFORE BEFORE 14 P a g e

15 New Appendix 8A interface (YA 2015) AFTER AFTER 15 P a g e

16 If the file is in.zip format after downloading the file Note: This usually happens when you use Internet Explorer in downloading the patch; Internet Explorer automatically converts.eup file to.zip file. You may want to download the patch file using a different browser such as Firefox or Chrome instead. 1. Rename EPES10_ zip to EPES10_ eup 2. Right-click on EPES10_ zip file then choose Rename. When it prompts "If you change a file name extension, the file might become unusable. Are you sure you want to change it?" then click "Yes" Kindly seek assistance from your IT personnel if you re unable to see the file extension (i.e..zip or.eup). 3. Right-click the EPES10_ eup icon 4. Choose Properties 5. Under the General tab, click on the Change button. 16 P a g e

17 6. Click on the Browse button. 7. Go to where EPE has been installed then select EPEUpdate.exe and click the Open button. Example for EPE version 10.x.x: Path directory is: C:\Program Files\Easy Pay Enterprise\Program Go to My Computer, select Drive C then go to Program Files, select Easy Pay Enterprise, then Program and click EPEUpdate.exe. Click the Open button to continue. 17 P a g e

18 Thank you for using Sage EasyPay 18 P a g e